全球存储市场：存储 “饥饿游戏” 开启；数据中心计算需求火爆，驱动四年上行周期-Global Memory Market-Memory ‘hunger game’ begins; datacenter compute demand on fire, driving four-year upcycle
2025-09-26 02:32
J P M O R G A N Asia Pacific Equity Research 25 September 2025 Global Memory Market Memory 'hunger game' begins; datacenter compute demand on fire, driving four-year upcycle Technology - Semiconductors Jay Kwon AC (82-2) 758-5725 jay.h.kwon@jpmorgan.com J.P. Morgan Securities (Far East) Limited, Seoul Branch Harlan Sur (1-415) 315-6700 harlan.sur@jpmorgan.com J.P. Morgan Securities LLC See page 37 for analyst certification and important disclosures, including non-US analyst disclosures. J.P. Morgan does and ...